George Shenouda CRPC®

Examiner
DISC Type : cs

Financial Advisor at Merrill Lynch

Princeton, New Jersey, United States

Overview

George is a Financial Advisor and Wealth Manager with Merrill Lynch in Princeton, specializing in retirement planning for families and strategic guidance for business owners. A graduate of Rutgers, he holds the Chartered Retirement Planning Counselor designation and focuses on banking, lending, investing, and estate planning.

Outside of his direct role, George is engaged in the New Jersey community. He attends local events like the NJx Venture Summit and the New Jersey State League of Municipalities, where he enjoys connecting with entrepreneurs and local officials to learn about innovation and best practices.

Unique fact: George often uses fables and allegories in his communications to illustrate complex financial concepts like opportunity cost and the nature of wealth.

Personality Overview

Unexpressive

Status Quo Seeker

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Retirement Planning
This is his core specialization as a Chartered Retirement Planning Counselor, focusing on creating financial strategies for families.
Guidance for Business Owners
He specifically works with business owners on strategic financial guidance to help them gain more time and control over their assets.
New Jersey Startups
He attended the NJx Venture Summit to learn from innovative local entrepreneurs and experienced venture capitalists.

Media Appearances

George has no verified media appearances

Work History

9-2025
Financial Advisor at Merrill Lynch
5-2022
FSA - Merrill at Merrill Lynch

Education

2018 - 2022
Bachelor's Degree from Rutgers

More Information

Social Presence :

Prographics :

Exp : 3 Location : Princeton, New Jersey, United States Job Level : N/A Designation : Financial Advisor at Merrill Lynch
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Insights For Selling To George

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with George is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from George

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will George move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can George take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And George

Personality Compatibility


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